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Financial Consultant
on 2020-05-25 35 views

Financial Consultant


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  • Amy
    Business (Finance, HR etc.)

What we do

We help people earn more money through referring their CVs and network to our jobs.

Why we do

We want to help people earn more money from their network, friends, families, unused CVs, and almost anyone

How we do

Our core value is trust. Companies and referrers trust us to deliver them results and good commission

As a new team member

Our Team

We don’t just play to play. We play to win. While there will be lots of fun and laughter, there will be a lot of hard work too. We have flexible hours i.e. it’s definitely not a 9-5 job. Building something great is never easy, so only those with grit and determination will survive. Our success stems from hiring the best people and keeping them happy and motivated. We are looking for 4 more A players in the team this year.

What You Will Learn

If you can thrive in a fast-paced environment, you will have an exponential learning curve. You will wear different hats and enjoy the thrill of developing your own practice.

Some things you will learn:

Persuasion and influence techniques
Prospecting clients
Closing sales
Financial analysis
Resourceful ways to build your target market

Job Description

1. Support your clients to identify and meet their immediate and future financial goals.

2. Understand your client’s short term, medium term and long term objectives.

3. Develop and implement customized financial strategies in the best interest of your clients, to optimise their financial portfolios.

4. Provide regular reviews and updates to clients.

5. Become the reliable point of contact for each client that is required to establish a strong business relationship.


We favour ability and a can-do mindset over experience and degrees, but a minimum Diploma qualification is required as per MAS regulations

Proficiency with applications like MS Excel
Excellent verbal and written communication skills
Strong analytical and strategic-thinking skills

What we look for in you

A proactive work ethic
Genuine engagement with your work
An encouraging and energetic team player
Highly motivated and disciplined personality
Dedication and ownership
Humility and a true desire to learn

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Company info
  • Founded on 2020/01
  • 10 members
  • Singapore
  • Financial Consultant